ParishSOFT Data Management

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Presentation transcript:

ParishSOFT Data Management “…the development, execution and supervision of plans, policies, programs and practices that control, protect, deliver and enhance the value of data and information assets.“ definition taken from http://en.wikipedia.org/wiki/Data_management

Items to go over How to access and use the Connect Now (CN) DDM Reports Standard Operating Procedures (SOP’s) How to check data for possible issues Brief intro into duplicates(Duplicate Families)

Using the Connect Now (CN) DDM Reports Go over the “doc on how to run report in connect now.docx” http://connectnow.parishsoft.com/sanbernardino/

Standard Operating Procedures (SOP’s) Located on ITS’s (Information Services Website) http://informationservices.sbdiocese.cc/ Registration Status for Family (DSB-1001) Data Entry Standards when Adding a New Family (DSB-1003)

Standard Operating Procedures (SOP’s) Continued Pastoral Center Input of New Families (DSB-1009) Invalid Mailing Address (DSB-1008) Database Performance (DSB-1005)

How to Check Data for Possible Issues Family Directory Main Screen

Check Data for Possible Issues Continued Reports Family Filtering and Sorting Member Filtering and Sorting Custom Queries Link on ITS’s Website called custom queries

Duplicate Checker A video explaining how to use the Duplicate checker program can be found at: http://www.parishsoft.com/support/howtovideos.asp And click on the link: Finding and Resolving Duplicates Best Practices Document: http://www.sbdiocese.org/docs/isoffice/UseOfDuplicateCheckerInParishSOFT.pdf

Duplicate Checker (Continued) When working with Duplicate checker there is a chance that the master and duplicate family can be switched please refer to the following document for help on this: http://www.sbdiocese.org/docs/isoffice/WorkAroundforIssuewithDuplicateChecker.pdf

Questions Food for thought: Data while just information can tell us a lot. What information are you wanting to know and is it possible to get that information from your data?